Mailed my partnership's 1065 but forgot to include Schedule B-2 - what should I do now?

This happens more often than you'd think! When you realize you've forgotten to include Schedule B-2 with your partnership's Form 1065, the best approach is to mail the Schedule B-2 separately as soon as possible. Include a brief cover letter explaining that this schedule was inadvertently omitted from your original filing, and reference your partnership's EIN and tax year. While the IRS might eventually send a notice requesting the missing schedule, being proactive can help avoid potential processing delays or issues. Make sure to keep copies of everything you send and consider using certified mail so you have proof of when you submitted the additional form.

I had a similar issue last year and discovered taxr.ai when I was trying to figure out how to handle missing forms after I'd already filed. Check out https://taxr.ai - they have a document analysis tool that saved me so much stress. I uploaded my partnership docs and it immediately flagged that I was missing Schedule B-2 and gave me step-by-step instructions for submitting it separately. The tool also helped me draft the cover letter to include with the missing schedule, explaining exactly what happened. My correction was processed without any issues or penalties!

Following up on my question about taxr.ai - I decided to try it for our partnership's amended filing issues. We had multiple missing schedules, not just B-2, and I was seriously stressing about how to handle everything correctly. The document review flagged EXACTLY what we needed to fix and provided templates for all the correction letters. What impressed me most was how it detected that we needed to file Form 8865 for one of our foreign partners - something our previous accountant never mentioned! Just wanted to share that it's definitely worth checking out if you're dealing with partnership filing corrections.

Just wanted to share that when I had trouble reaching anyone at the IRS about a similar issue with missing schedules, I used Claimyr to get through to an actual human at the IRS. You can check out https://claimyr.com or see how it works at https://youtu.be/_kiP6q8DX5c - basically they hold your place in line so you don't have to stay on hold forever. I was able to speak directly with an IRS agent who confirmed exactly how to submit my missing Schedule B-2 and what reference information to include. The agent even gave me a specific fax number to use that got it processed faster than mail.

I was super skeptical about Claimyr after posting here, but I was desperate after multiple failed attempts to reach the IRS about my partnership's missing forms. I finally tried it yesterday and I'm honestly shocked - I got connected to an actual IRS agent within 45 minutes (without having to sit on hold myself). The agent pulled up our partnership filing, confirmed they hadn't processed it yet, and gave me specific instructions to fax the missing Schedule B-2 with a cover sheet containing certain reference information. They even created a case note in their system to watch for my fax. This saved me from potentially serious delays and penalties. If you're struggling to get answers directly from the IRS, it's definitely worth considering.

Sorry to go against what others have said, but you might not need to do anything. If Schedule B-2 isn't applicable to your partnership this year (like if your receipts dropped below the threshold), you don't need to include it. And if you DO need it but forgot it, the IRS systems often will flag it and send you a notice requesting the missing form. I've prepared partnership returns for years, and the IRS is pretty good about asking for missing items rather than immediately imposing penalties.

Something nobody's mentioned - make sure you don't file an AMENDED return (Form 1065X) just to add the missing Schedule B-2! That's overkill and could create confusion. Just send the missing schedule with a cover letter as the first commenter suggested. I made the mistake of filing an amended return for a similar situation last year and it created a huge headache.

Has anyone tried using one of the partnership tax support lines? I called the Business & Specialty Tax Line (800-829-4933) for a similar issue and they were actually pretty helpful, though I had to wait on hold for about an hour. They told me exactly where to mail my missing schedule and what to write on it.